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Coherent
COHR

Name Holding Trade Value Shares
Change 		Change in
Stake
FCP
876
Fidelis Capital Partners
Florida
$235K +$226K +985 New
QFA
877
Quantum Financial Advisors
California
$233K +$224K +977 New
IIC
878
Ironwood Investment Counsel
Arizona
$231K +$222K +969 New
MNBTD
879
Moody National Bank Trust Division
Texas
$229K +$221K +963 New
PWM
880
Perigon Wealth Management
California
$228K +$219K +956 New
BFA
881
Bill Few Associates
Pennsylvania
$226K +$218K +950 New
FMI
882
Frec Markets Inc
California
$226K +$217K +949 New
WJA
883
Willis Johnson & Associates
Texas
$224K +$215K +941 New
GGI
884
Godsey & Gibb Inc
Virginia
$224K -$4.58K -20 -2%
RFC
885
Regions Financial Corp
Alabama
$222K +$214K +934 New
CCM
886
Canal Capital Management
Virginia
$222K +$213K +932 New
SDWMA
887
Schneider Downs Wealth Management Advisors
Pennsylvania
$222K -$92.7K -405 -30%
MWM
888
Marion Wealth Management
Pennsylvania
$217K +$209K +913 New
CBT
889
Crews Bank & Trust
Florida
$214K – – –
DWM
890
Destination Wealth Management
California
$214K +$206K +900 New
AMPWP
891
Alvarez & Marsal Private Wealth Partners
Florida
$213K +$205K +895 New
CFP
892
Catalyst Financial Partners
Massachusetts
$213K +$205K +895 New
CRC
893
Curi RMB Capital
Illinois
$213K +$205K +894 New
PAG
894
Poinciana Advisors Group
Florida
$209K +$201K +876 New
NI
895
Natural Investments
California
$208K +$200K +874 New
RIA
896
Retirement Investment Advisors
Oklahoma
$207K – – –
AWM
897
Apollon Wealth Management
South Carolina
$205K +$197K +862 New
MSR
898
Main Street Research
Connecticut
$202K +$194K +846 New
BRG
899
Bay Rivers Group
Virginia
$201K +$193K +844 New
PWM
900
Provident Wealth Management
Tennessee
$200K +$192K +840 New
34 35
36
37 38